Member Info for JDF7

Seifert, resistance around the current price levels and some concerns about the impact of the economic situation in Russia ( where the company derives 41% of its revenue) make EVR a candidate for shorting. I will, however, continue to hold as previously stated and top-slice around 174p as I think that the upward momentum has not yet run its full course.

My limit order triggered on VED. Didn't expect it to go sub-690p at some point during the day. Now to wait....for what could be a while.

GS, I think GLIF is becoming a different creature with the end of the CLO business and the very strong push into the alternative financing platform business. I'd like early and detailed reporting from them on earnings from the separate platforms and stakes they have acquired and I will reduce in the third quarter, if there is no revised and clear forward guidance or detail on the progress on integration of their multiple acquisitions.

GS, yes, still lurking. Have bought OPG, BWNG, MPO and JIL in the last quarter on dips. Badly beaten on QPP but more than compensated by EVR. Still sticking with AIE, AV., BEZ, Unicorn UK income, GLIF and the laggards of EMG and VOD have finally started performing. Have three dogs I will offload should they not make progress by end of January and pour the remaining money into a couple of trusts or funds.

GS, I think it could go lower yet so I've put in a limit order for sub-720p - wishful thinking, I know! That said, I've never lost money buying VED below 780p and the dividend is good to boot.

Yes, great rise over the past 6 months or so. It may have much further to run but I am considering top-slicing to bank some gains. I have a target of 174p to take my first slice.

20p it is! And on the back of the previous RNS which suggested more growth and ther funding partnership arrangement in this area.

Debt reduction efforts continue. Let us see what, if any, reaction the market gives to this morning's RNS.

I think the share price still has a good way it can go up yet. The company cannot control the global demand for steel and iron products and the wider geo-political situation but it is reducing its debt pile, cutting costs carefully, optimising its assets and focusing on getting a higher-value product mix. EBITDA moving in the right direction.

Str, lots are watching. I got in around 56p, so am content at the mo. There is much barely-veiled ramping/deramping going on across lots of LSE BBs, so to be honest, I'm relatively happy with the quietness of this board - pushes you towards doing your own research and knowing your own mind.

Hot, thanks for the read-out of your analysis - some strong points. I have been thinking of booking some of my profits from my EVR punt, so will have take a closer look at ESUR. That said, EVR could run a lot further.

Hot, what is your thinking behind anticipating a 50% retrace with ESUR and over what timescale compared to its recent speed of descent?

FT reports analysts having a median target of 106p and outperforming the market. The July final results and yesterdays interim are quite measured in tone, with the most racy statement being management's expectation of a strong rebound in profitability ( despite the expected only single digit growth in revenues). Let us see if they keep their word on applying strict financial criteria on any acquisitions from the company's cash-pile. I'm still in and up.

Slowly, slowly wins the investment race. Good divi and lots of growth potential. Its under 3% of my current overall portfolio and I'm happy to hold for a good while yet.

Another 3m+ shares added by Invesco taking their stake over 20%

RNSs announcing a new credit facility in one part of the business and a strategic sale of a stake in another part. Let us see what the interims say in a fortnight. I continue to hold.

The progress continues according to interim results. Steady, even if some may not see it as stellar. Glad to see interim dividend increasing. I continue to hold.

I'm quite bullish on the management and specialist teams of BEZ and was further heartened by the last report. I intend to hold for the long-term, and expect to see further capital and dividend growth. I note that Neil Woodford has chosen BEZ among the first holdings for his new Equity Income Fund.

Still lurking.

Half year results show investment performance has markedly improved and a new investment manager due to come in. More importantly, the underwriting business in the US is going from strength to strength, and the dividends continue to grow.